Carter Financial Group, INC. DIVO Holdings History
Number of Shares
123,095.00
Current Holdings Value*
$4.61 Mil
% of Portfolio
6.18%
Total Estimate Gain
$726,260.50
% of Total Estimate Gain
16.06%
Carter Financial Group, INC.'s Amplify CPW Enhanced Dividend Income ETF Holding Summary
As of 2022-03-31, Carter Financial Group, INC. held 123,095.00 shares of Amplify CPW Enhanced Dividend Income ETF(DIVO), totaling $4.61 Mil. This investment constitutes 6.18% of their stock portfolio, and Carter Financial Group, INC. now holds 0.33% of the outstanding Amplify CPW Enhanced Dividend Income ETF(DIVO) stock.
The initial trade took place in 2022Q1. Based on historical transaction data and DIVO's current price of $42.64, Carter Financial Group, INC.'s estimated gain on his DIVO holdings is $726,260.50, reflecting a 16.06% gain to date.
Carter Financial Group, INC. DIVO ($42.64) Holding Chart
Carter Financial Group, INC. DIVO ($42.64) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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